Europe names the countries in its €10bn AI gigafactory plan
The European High-Performance Computing Joint Undertaking opened tendering on 30 July for the consortia that will build and run Europe's AI gigafactories, at an estimated €10bn excluding VAT. The money splits into two lots: €4bn for medium-scale facilities, where up to four consortia will be chosen, and €6bn for large-scale ones, where up to three will be. Each contract runs 78 months, described in the notice as up to 18 months of construction and five years of operation. Tenders close at 16:00 CET on 12 November.
The structure is unusual for a purchase of this size. The Joint Undertaking is not buying buildings or chips. It is buying a guaranteed share of compute time from whoever builds them, acting as anchor customer rather than owner, and the Commission expects €10bn of public commitment to pull more than €20bn of private capital behind it.
The part that has not been reported sits in the places of performance, which differ by lot. The medium-scale lot names Czechia, Denmark, Estonia, Finland, France, Latvia, Poland and Sweden. The large-scale lot names Germany, Spain, Greece, Italy and Portugal. That is a field of expectation rather than a list of winners, and the notice does not say how the ranked lists become awards or which sites are in play. It is still the first public document to sort the candidates into tiers.
The programme was announced in February 2025 as €20bn for four gigafactories. A call for expressions of interest closed that June with 76 responses across 16 member states. The formal call was promised for the end of 2025. It arrived seven months late, and for seven facilities rather than four. It is also the first notice in our database to use the word gigafactory.
Source: original notice